AFWM

Abich Financial Wealth Management Portfolio holdings

AUM $281M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.5M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$205K
3
+$171K
4
WRB icon
W.R. Berkley
WRB
+$159K
5
SNA icon
Snap-on
SNA
+$152K

Top Sells

1
+$57M
2
+$7.61M
3
+$6.78M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.98M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.56M

Sector Composition

1 Financials 4.5%
2 Technology 3.38%
3 Energy 3.13%
4 Industrials 3.06%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.1K 0.02%
130
-26
202
$9.95K 0.02%
+300
203
$9.27K 0.02%
71
+67
204
$9.26K 0.02%
1,060
+663
205
$9.22K 0.02%
130
-50
206
$8.52K 0.02%
23
+13
207
$8.49K 0.02%
355
+229
208
$8.43K 0.02%
+88
209
$8.32K 0.02%
31
+23
210
$8.26K 0.02%
+83
211
$8.22K 0.02%
39
-71
212
$8.19K 0.02%
79
+54
213
$8.15K 0.02%
868
+648
214
$8.05K 0.02%
9
+5
215
$8.05K 0.02%
112
-66
216
$8K 0.02%
90
+51
217
$7.99K 0.02%
246
-10
218
$7.87K 0.02%
31
-4
219
$7.87K 0.02%
119
+75
220
$7.8K 0.02%
1,524
+811
221
$7.8K 0.02%
69
-537
222
$7.77K 0.02%
4,573
+3,406
223
$7.76K 0.02%
284
-1,298
224
$7.45K 0.02%
+265
225
$7.42K 0.02%
43
-97
7 8
9
10 11